Advisory Resource Group’s Philip Morris PM Stock Holding History

Advisory Resource Group’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$230K	Sell	1,274 -229	-15%	-$39.7K	0.03%	173
2026 Q1	$249K	Hold	1,503	–	–	0.04%	161
2025 Q4	$241K	Buy	1,503 +50	+3%	+$7.75K	0.04%	157
2025 Q3	$236K	Hold	1,453	–	–	0.04%	159
2025 Q2	$265K	Hold	1,453	–	–	0.05%	152
2025 Q1	$231K	Buy	+1,453	New	+$206K	0.05%	155

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisory Resource Group's PM Position: Q2 2026 in Review

Advisory Resource Group reduced its Philip Morris (PM) stake by 15% in Q2 2026, selling an estimated $39.7K and leaving 1,274 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #173.

Advisory Resource Group first reported a position in PM in Q1 2025 and has held it in 6 quarters since. The position peaked at $265K in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Advisory Resource Group held 1,274 shares of Philip Morris worth $230K as of Q2 2026.
Advisory Resource Group sold 229 Philip Morris shares in Q2 2026, an estimated $39.7K.
Philip Morris made up 0.03% of Advisory Resource Group's portfolio in Q2 2026, its #173 holding.
Advisory Resource Group first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
Advisory Resource Group's Philip Morris position peaked at $265K in Q2 2025.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.